Filed September 18, 2024 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $90,314 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,117 | $88,324-65.9% | $115,037-73.8% | $55,191-45.4% |
| Participation rate | 98.2% | 72.5%+25.7pp | 81.4%+16.8pp | 69.2%+29.1pp |
| Annual return | -0.32% | 6.30%-6.6pp | 26.14%-26.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $2,901 | $2,805+3.4% | $4,608-37.0% | $1,899+52.8% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $105-99.2% | $8,175-100.0% | $91-99.0% |